Calculators

Only 41% of U.S. workers have tried to determine how much they will need to save for a
comfortable retirement.

Source: Employee Benefit Research Institute, 2017

How much retirement income will you need? How much life insurance is enough? What type of IRA is right for you?

Our financial calculators are designed as educational tools to help you estimate
answers to common financial questions. They are not intended to predict future
returns or results. Simply click on one of the general financial topics below and
you'll find a selection of easy-to-use calculators about related financial topics.

These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are required to limit access of the following pages to individuals residing in California, New York and Washington, where we are currently registered.